Private Client Tax Advisor

1 week ago

Farnham, United Kingdom CV-Library Full time

Private Client Tax Advisor (Senior)

Location: Farnham, Surrey

Salary: £30,000 to £50,000 plus excellent benefits package full-time with hybrid and flexible working options.

Our client is a top 50 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. A new opportunity has arisen for a Private Client Tax Advisor (Senior) to join our clients Private Client Tax team based in Farnham, Surrey. The ideal candidate should have experience within a private client tax team and ideally be ATT qualified. This is a permanent full-time role with hybrid working and flexible working options. Salary: £30,000 to £50,000 plus excellent benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme.

As Private Client Tax Advisor (Senior) your key responsibilities will include:

* Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines.

* Preparing and processing tax returns and P11Ds from information provided.

* Calculation and advice of liabilities, together with due dates of payment to client.

* Assisting with client queries and providing ad hoc advice where requested.

* Billing personal portfolio clients after work completed.

* Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients.

* Assisting partners and staff members with technical queries.

* Aiding junior members of the team where appropriate.

* Assisting in the preparation of technical reports in relation to income tax, capital gains tax and inheritance tax.

* Dealing with HMRC correspondence, telephone calls and enquiries.

* General support to the tax team as required.

Private Client Tax Advisor (Senior) candidate requirements:

* Experience within a private client tax team.

* Ideally ATT qualified.

* A Self-starter with a with a high level of resilience and attention to detail.

* Strong interpersonal and communication skills, both written and verbal.

* Organised and able to manage multiple projects simultaneously.

* Strong aptitude for IT - able to pick up new technology quickly.

* Can do attitude, positive and commercial approach.

* Confident, tactful, and discreet manner.

* Strong team spirit but also effective working independently.

This is a very exciting role to join a very established practice as well as a competitive salary our client can offer you….

* Hybrid and flexible working

* Exposure to a broad range of clients across many industry sectors such as healthcare, property, advertising, and PR. These will include sole traders, partnerships, landlords and trusts.

* A Line Manager who will work closely with you to support your development and provide day to day guidance.

* A varied role in a talented and experienced team.

* Joining a company with an exciting growth plan.

* Plenty of opportunities to increase your technical knowledge and skills.

* A tailored career progression plan.

* Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service.

* Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. Our client offers all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing.

* A comprehensive induction to help you get up to speed.

Keywords: Tax, ATT, Accountancy, Practice, ACCA, ACA

Private Client Tax Advisor (Senior)

  • Senior Private Client Tax Advisor

    3 weeks ago

    Farnham, Surrey, United Kingdom Sarfraz Group Ltd Full time

    Job DescriptionWe are seeking a highly skilled Tax Advisor to join our team at Sarfraz Group Ltd. The ideal candidate will have expertise in tax planning and compliance for private clients.Key Responsibilities:Provide tax planning and advisory services to high net worth individuals and entrepreneurial businesses.Ensure compliance with all relevant tax laws...

  • Private Client Tax Advisor

    2 months ago

    Farnham, United Kingdom CV-Library Full time

    My client in Oxford is in need of an Private Client Tax Advisor due to expansion. The Role Your key responsibilities will include: Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines Preparing and processing tax returns and P11Ds from information provided Calculation and advice of liabilities,...

  • Private Client Tax Advisor

    2 months ago

    Farnham, United Kingdom Retrack Personnel Holdings Limited Full time

    My client in Oxford is in need of an Private Client Tax Advisor due to expansion.The RoleYour key responsibilities will include:Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlinesPreparing and processing tax returns and P11Ds from information providedCalculation and advice of liabilities,...

  • Private Client Tax Specialist

    3 weeks ago

    Farnham, Surrey, United Kingdom Retrack Personnel Holdings Limited Full time

    Job Title: Private Client Tax AdvisorJob Summary:We are seeking a skilled Private Client Tax Advisor to join our team at Retrack Personnel Holdings Limited. As a key member of our tax team, you will be responsible for managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines.Key Responsibilities:*...

  • Tax Advisor

    4 weeks ago

    Farnham, Surrey, United Kingdom Retrack Personnel Holdings Limited Full time

    Job Title: Private Client Tax AdvisorWe are seeking a highly organized and detail-oriented Private Client Tax Advisor to join our team at Retrack Personnel Holdings Limited. As a Private Client Tax Advisor, you will be responsible for managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines.Key...

  • Tax Advisor

    4 weeks ago

    Farnham, Surrey, United Kingdom Retrack Personnel Holdings Limited Full time

    Job Title: Private Client Tax AdvisorOur client in Oxford is seeking a Private Client Tax Advisor to join their team due to expansion.Key Responsibilities:Manage a portfolio of personal tax clients and ensure compliance with HM Revenue & Customs and in-house deadlines.Prepare and process tax returns and P11Ds from information provided.Assist with client...

  • Senior Private Client Tax Specialist

    3 weeks ago

    Farnham, Surrey, United Kingdom Sarfraz Group Ltd Full time

    About the RoleAs a Senior Private Client Tax Advisor at Sarfraz Group Ltd, you will be responsible for managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines. You will prepare and process tax returns and P11Ds from information provided, calculate and advise on liabilities, and deal with client...

  • Senior Private Client Tax Specialist

    3 weeks ago

    Farnham, Surrey, United Kingdom Sarfraz Group Full time

    About Sarfraz GroupSarfraz Group is a top 50 accountancy practice providing expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. Our team of high-quality specialists work with the best-in-breed technology to create value for our clients which exceeds expectation.We value a culture based on expert,...

  • Senior Tax Advisor

    4 weeks ago

    Farnham, Surrey, United Kingdom engelhardt softwareentwicklung GmbH Full time

    Senior Tax Advisor RoleWe are seeking a highly skilled Senior Tax Advisor to join our Personal Tax team in Farnham. As a Senior Tax Advisor, you will be responsible for managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and in-house deadlines. Your duties will include preparing and processing tax returns and P11Ds,...

  • Private Client Tax Senior

    4 weeks ago

    Farnham, United Kingdom CMA Recruitment Group Full time

    CMA Recruitment Group are working with a Top 50 firm based in Farnham who are looking to add to their Tax team with this new role. This firm is growing, there are plenty of opportunities for development and quick progression. This practice is known for having a friendly and supportive team culture where everyone received training and development to increase...

  • Private Client Tax Advisor

    2 weeks ago

    Farnham, Surrey, United Kingdom Sarfraz Group Ltd Full time

    Our Clientis a growingtop 50accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. The Client invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation. Our practice is known for...

  • Senior Private Client Tax Specialist

    3 weeks ago

    Farnham, Surrey, United Kingdom Sarfraz Group Ltd Full time

    About Sarfraz Group LtdWe are a top 50 accountancy practice providing expert solutions for entrepreneurial businesses and private individuals in Central and Southern England.Our team invests in the best-in-breed technology to create value for our clients, exceeding their expectations.Our CultureWe value expertise, professionalism, and teamwork, creating a...

  • Senior Private Client Tax Advisor

    2 weeks ago

    Farnham, Surrey, United Kingdom Sarfraz Group Ltd Full time

    Our Clientis a growingtop 50accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. The Client invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation. The culture is very important...

  • Senior Personal Tax Advisor

    4 weeks ago

    Farnham, Surrey, United Kingdom engelhardt softwareentwicklung GmbH Full time

    Job DescriptionShaw Gibbs is a leading accountancy practice seeking a highly skilled Senior Personal Tax Advisor to join their Farnham Personal Tax team. The ideal candidate will have experience in managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and in-house deadlines.Key ResponsibilitiesPreparing and processing...

  • Private Client Solicitor

    4 weeks ago

    Farnham, Surrey, United Kingdom JMC Legal Recruitment Full time

    Private Client Solicitor OpportunityWe are seeking a highly skilled Private Client Solicitor to join our team in Farnham, Surrey. As a Private Client Solicitor, you will manage a diverse caseload of high-quality work, including tax and succession planning.About the RoleManage a diverse caseload of high-quality work, including tax and succession planningWork...

  • Senior Private Client Tax Specialist

    3 weeks ago

    Farnham, Surrey, United Kingdom Sarfraz Group Ltd Full time

    Job DescriptionWe are a top 50 accountancy practice providing expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. Our company values are based on being expert, respectful, innovative, and collaborative. We develop high-performing teams diverse in experiences, backgrounds, and ideas. As a growing company,...

  • Senior Private Client Tax Advisor

    3 weeks ago

    Farnham, United Kingdom Sarfraz Group Ltd Full time

    Our Clientis a growingtop 50accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. The Client invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation.The culture is very important...

  • Tax Expert for Personal Clients

    1 week ago

    Farnham, Surrey, United Kingdom TPF Recruitment Full time

    About the RoleTPF Recruitment is seeking a Senior Tax Professional to join a dynamic team in a client-facing role. This permanent full-time position offers a hybrid and flexible working schedule. As a key member of the team, you will be responsible for managing a portfolio of personal tax clients and providing expert tax advice.Key ResponsibilitiesManaging a...

  • Private Client Solicitor

    3 weeks ago

    Farnham, United Kingdom JMC Legal Recruitment Full time

    Join a Legal 500 firm renowned for its first-class reputation in quality and service, combined with a modern and innovative approach to legal solutions. An exciting opportunity has emerged for a Private Client Solicitor with 2+ years PQE to join their flourishing office in Farnham, Surrey.The Firm:This Legal 500 firm has experienced impressive growth in...

  • Private Client Solicitor

    4 weeks ago

    Farnham, United Kingdom JMC Legal Recruitment Full time

    Join a Legal 500 firm renowned for its first-class reputation in quality and service, combined with a modern and innovative approach to legal solutions. An exciting opportunity has emerged for a Private Client Solicitor with 2+ years PQE to join their flourishing office in Farnham, Surrey.The Firm:This Legal 500 firm has experienced impressive growth in...